Demystifying the Lightning Experience rollout plan for you
by ankit.chowhan in General
In our previous blog post (Migrate to Lightning Experience UI to scale your business), we reflected on the benefits of migrating to Lightning Experience UI and how organizations can stand to gain from the many features and accelerate their productivity.
In this blog post, we will focus on how Nuage can help you successfully setup and transition to Lightning Experience. Whether you are setting up Salesforce from scratch or migrating from Classic to Lightning Experience, Nuage will help you with complete setup and customization as per the requirements of your organization.
The broad framework Salesforce has developed for transitioning to Lightning Experience comprises three phases – Discover, Rollout and Optimize.
The Discover Phase:
Before rollout, we need to check the readiness and gain insight on where your organization stands and what areas need specific attention. In collaboration with your executives and stakeholders, we evaluate how ready your organization is to implement the rollout and which areas need to be improved. The Lightning Experience Readiness Check helps us to figure this out. The next step is to brainstorm and pick a roll out strategy. Though mostly we recommend the strategy of gradual rollout in groups, there is the other option of Big Bang Rollout wherein everyone moves at the same time. Though not a common approach, the third option is starting over with a new org. This strategy is best suited if business is being rebuilt from scratch or the business model is being reinvented.
Key elements of this phase:
- Evaluating an organization’s readiness
- Strategizing and planning the rollout
- Working closely with stakeholders
The Rollout Phase:
This is the phase where we actually guide and assist organizations in rolling out Lightning Experience UI. The key to successful rollout is communicating and collaborating with not only stakeholders but also the users. Our team will provide the necessary training and guide the users through various features and steps especially in the case of customized interface. If the rollout is being implemented gradually for groups of users, then each group is successfully transitioned to Lightning Experience UI until everyone is on the same page. Organizations need to choose champions or super users, who basically understand the significance and are proactive in implementing the rollout. The Nuage team will collaborate with the champions to help them work on the new interface, identify key features and processes and also address the pain points. It is important that users are encouraged to find ways on how to optimize their productivity and use Lightning only features such as utility bar, path, activity timeline and enhanced notes.
Key elements of this phase:
- Select Champions for implementing rollout
- Provide training to the users
- Focus on using Lightning only features
The Optimize Phase
The rollout has happened and now it is important to measure the adoption rate to understand and plan the next step and identify the overall satisfaction and pain points. The Lightning Usage App is extremely useful in offering insights on how many active Lightning Experience users are and how many are switching between Lightning and Classic. Revaluating plays a significant role. Our team helps you reiterate the rollout by refining the implementation and assisting users in launching and getting familiar with the interface. Motivating users to ensure they continue to adopt Lightning Experience by automating the guidance options that makes the users aware of how the new interface will benefit them. The other option is to hide the switch to classic to force them to use only the Lightning Experience.
Key elements of this phase:
- Measuring adoption rates
- Motivate users with tools
- Improve rollout implementation
Conclusion
The rollout process may sound complicated but at Nuage we have acquired the expertise of making the entire transitioning process simpler and smoother for the organization. With an excellent record of satisfied customers and experience in numerous solutions, Nuage is the right consultant for your transition to Salesforce Lightning. So, get in touch with our Salesforce team who will review and prepare a roadmap for your organization.